How big is VWG Wealth Management, LLC's plan?

VWG Wealth Management, LLC's plan covered 17 participants for 2023.

Original filing (PDF)20241016115525NAL0061038706001

VWG Wealth Management, LLC

Name: VWG Wealth Management, LLC — VWG Wealth Management, Form 5500 (2023)
Creator: VWG Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VWG Wealth Management, LLC 401(k) PSP

401(k) retirement plan · VWG Wealth Management, LLC's VWG Wealth Management, LLC 401(k) PSP covered 17 participants in 2023.

Signals · 1

Late filing · 35.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Ashley Galvin Ruder signed VWG Wealth Management, LLC's 2023 Form 5500 as plan administrator.

Ashley Galvin Ruder — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

VWG Wealth Management, LLC's EIN is 82-4899009.

EIN 82-4899009

Plan number 001

Plan year 2023

ACK ID 20241016115525NAL0061038706001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for VWG Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

VWG Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VWG WEALTH MANAGEMENT, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off